Retirement Plan Specialist Resume Examples & Tips for 2025

A Retirement Plan Specialist is responsible for providing expert guidance on retirement plan options, managing client portfolios, and ensuring compliance with ERISA regulations while conducting detailed analysis of pension and 401(k) plans. This role requires a bachelor's degree in Finance, Business, or related field, along with Series 6/7 licensing, 3-5 years of experience in retirement services, and strong analytical skills combined with excellent client communication abilities. The position plays a crucial role in helping individuals and organizations make informed decisions about their financial future by developing comprehensive retirement strategies, implementing investment solutions, and providing ongoing portfolio management to help clients achieve their long-term financial goals.